Leo Wealth LLC’s Energy Select Sector SPDR Fund XLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $876K | Buy |
10,331
+674
| +7% | +$57.2K | 0.07% | 179 |
|
|
2025
Q1 | $902K | Sell |
9,657
-49
| -0.5% | -$4.58K | 0.13% | 133 |
|
|
2024
Q4 | $831K | Sell |
9,706
-1,692
| -15% | -$145K | 0.07% | 173 |
|
|
2024
Q3 | $1M | Buy |
11,398
+546
| +5% | +$47.9K | 0.09% | 155 |
|
|
2024
Q2 | $989K | Buy |
10,852
+283
| +3% | +$25.8K | 0.1% | 147 |
|
|
2024
Q1 | $998K | Sell |
10,569
-39
| -0.4% | -$3.68K | 0.1% | 153 |
|
|
2023
Q4 | $894K | Buy |
+10,608
| New | +$894K | 0.09% | 147 |
|